Plan Ledger DOL Form 5500 · updated monthly

Vestwell Holdings, Inc.benefits

Vestwell Health and Welfare Plan · NEW YORK, NY · plan year 2025

Broker compensation reported · 2025
$125,365

Vestwell Holdings, Inc.'s benefits plans covered 423 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $125,365 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $296 per covered person, above the median for employer plans that report broker pay. Broker pay rose 102% from $62,138 in 2024.

Insurance contracts · 20251
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 476 covered
Brokers & agents paid · 20252
LIBERTY COMPANY INSURANCE BROKERS$87,783
Also brokered by Liberty Company Insurance Brokers5
Cemco, LLC CA$205,950

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 813062212 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.